Contractors

A contractor is a business which you pay to provide you with services. A contractor may retain one or more service providers who actually provide the service. If the contractor is a one-person business, the contractor is also the service provider. The service provider may be operated by more than one person, especially if the service is being provided for more than one shift per day. The term 'person' can be changed in the general configuration window. Sometimes a person is referred to as an Officer.

Usually, your accounts staff will deal with the contractor, while your operations staff will deal with the service providers.

The pricing for the services delivered by the contractor are set up for each service provider.

To access contractor details, select \Accounts \Contractors \Contractor Details from the Main Menu.

Right click in the list of Contractors or Service Providers to add, change, or delete, or select the list and press the Insert, Enter, or Delete keys. At least one contractor must be added before a Service Provider can be added.

Click on the Print button to print a list of contractors and their contact details.

Click on Providers to view a list of Service Providers for the highlighted Contractor.

Click on Invoices to enter or view details of invoices submitted by the contractor (see Invoice Reconciliation ).

Click on Charge Listings to view details of Charge Listings generated for the contractor (see Charge Listings ).

Click on the phone icon to call the phone number (if any) stored for the highlighted contractor.

Contractor Details Window

The Tax Rate setting determines the rate of GST (Value Added Tax) to be added to contractor payments. This rate may be over-ridden for any service delivered by the Contractor's Service Provider.

Set the Tax Rate to 0.00% for the default tax rate to apply.
Check the Tax Exempt box to apply a tax rate of 0%.
If Withhold Tax is checked, this affects calculations when printing a Payment Advice for this Contractor. GST is not calculated but instead an amount of tax at the rate set in the Tax Rate field is deducted from the calculated contractor payment and shown on the Payment Advice as 'withheld tax'. If Print Payment Advice is not checked, this has no effect.
If Print Charge Listing is checked, this contractor will included when printing Charge Listings (see below). The Print separate page(s) settings will apply, if checked.

Calculating Contractor Payments

Contractor payments are calculated automatically as job details are entered and may be changed (by an operator with the appropriate access) at any time until the job is invoiced.

Pricing is set up for individual Service Providers (a default price is set up in the Services section) .